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首页> 外文期刊>Journal of management studies >A Capabilities Perspective on the Evolution of Firm Boundaries: A Comparative Case Example from the Portuguese Moulds Industry
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A Capabilities Perspective on the Evolution of Firm Boundaries: A Comparative Case Example from the Portuguese Moulds Industry

机译：企业边界演变的能力视角：来自葡萄牙模具行业的比较案例

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摘要

The issue of vertical firm boundaries continues to attract interest both for economics and management research. The transaction cost economics approach, emphasizing transaction-specific assets and opportunism in order to explain discrete 'make-or-buy' decisions, dominates the literature. Nevertheless, alternative perspectives, developed under the guise of the capabilities, competence or knowledge-based theories of the firm, have gained attention recently. They focus on the evolutionary dynamics of boundaries in the context of the division of labour among firms in an industry and on what is to be divided and co-ordinated - i.e. productive knowledge. The conceptual links between this line of research, which some refer to as neo-Marshallian, and the Industrial Networks approach are explored in this paper. The paper emphasizes both a vision of firms as sets of direct and indirect capabilities, developed and combined in different ways over time, and the connectedness between inter-firm relationships. The discussion is illustrated with the cases of two firms, which are contrasted in terms of the dynamic evolution of their boundaries. The analysis made supports the argument that firms' vertical boundaries reflect their relationships with specific counterparts and the way they address through time the division and integration of knowledge through the configuration of direct and indirect, counterpart specific, capabilities.
机译：垂直企业边界的问题继续引起经济学和管理研究的兴趣。交易成本经济学方法强调了特定于交易的资产和机会主义，以解释离散的“制造或购买”决策。然而，以公司的能力，能力或基于知识的理论为幌子发展出来的另类观点最近已引起关注。他们专注于行业中公司间劳动分工的背景下边界的演化动态，以及要进行划分和协调的内容，即生产知识。本文探讨了这条研究线与工业网络方法之间的概念联系，有些研究被称为新马绍尔主义。本文既强调了企业作为直接和间接能力集（随着时间的推移以不同方式发展和组合）的愿景，又强调了企业间关系之间的联系。讨论以两家公司的案例为例，它们在边界动态演变方面形成了对比。所做的分析支持以下论点，即企业的垂直边界反映了它们与特定对应方的关系，以及它们通过时间解决问题的方式，即通过直接和间接的，特定于对应方的功能来配置知识。

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